Perspectives

A Tactical Opportunity for a Strategic Allocation: REITs on sale for investors

01 Aug 2022 5 Minute Read Time

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As we review the real estate market, we find an unappreciated opportunity for investors. REITs are down in line with broad markets year to date, despite superior fundamentals and the ability to provide long-term inflation protected returns. Within, we review the discount in REITs, the opportunity for investors, and the proven ability of REIT managers to outperform their asset class over time.